| G通用动力VTI |
| 26.09% | 25.81% | $5,001.5万 | 13.5万股 | $4,300.4万 | 13.4万股 | +1,114股+0.83% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.71% | 10.95% | $2,053.3万 | 28.8万股 | $1,824.8万 | 28.5万股 | +3,414股+1.20% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 10.25% | 12.21% | $1,964.3万 | 38.8万股 | $2,033.6万 | 40.2万股 | -1.3万股-3.33% | 减仓 |
| V先锋领航指数基金VB |
| 8.72% | 8.72% | $1,671.4万 | 5.5万股 | $1,452.4万 | 5.5万股 | -310股-0.56% | 减仓 |
| V先锋领航指数基金VOO |
| 7.01% | 7.06% | $1,344.5万 | 1.8万股 | $1,177.1万 | 2.0万股 | -2,137股-10.48% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.99% | 6.71% | $1,340.0万 | 5.7万股 | $1,117.5万 | 5.2万股 | +4,667股+8.98% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 5.37% | 6.93% | $1,029.5万 | 41.7万股 | $1,154.2万 | 46.7万股 | -4.9万股-10.57% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 3.27% | 3.65% | $627.6万 | 13.1万股 | $608.6万 | 12.7万股 | +4,317股+3.40% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.79% | 2.91% | $534.4万 | 7.6万股 | $485.1万 | 7.8万股 | -1,221股-1.57% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 2.2% | 2.18% | $421.8万 | 9.9万股 | $362.7万 | 10.1万股 | -2,491股-2.46% | 减仓 |
 AMD超威AMD |
| 2.12% | 0.86% | $406.0万 | 6,989股 | $142.9万 | 7,025股 | -36股-0.51% | 减仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 2.02% | 2.15% | $387.5万 | 9.0万股 | $357.9万 | 8.6万股 | +3,886股+4.54% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.16% | 0.22% | $222.7万 | 3.9万股 | $36.7万 | 6,469股 | +3.3万股+509.60% | 加仓 |
 苹果AAPL |
| 1.15% | 1.16% | $219.6万 | 7,588股 | $192.7万 | 7,594股 | -6股-0.08% | 减仓 |
 英伟达NVDA |
| 1.03% | 1.03% | $198.2万 | 9,906股 | $170.9万 | 9,798股 | +108股+1.10% | 加仓 |
 特斯拉TSLA |
| 1.02% | 1.04% | $194.8万 | 4,631股 | $173.2万 | 4,660股 | -29股-0.62% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.92% | 0.27% | $177.1万 | 3.7万股 | $45.2万 | 9,428股 | +2.7万股+288.71% | 加仓 |
| FFIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETFFUMB |
| 0.84% | — | $160.2万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| J摩根大通交易所交易基金JPIE |
| 0.75% | 0.19% | $143.6万 | 3.1万股 | $31.1万 | 6,747股 | +2.4万股+362.07% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.56% | 0.79% | $107.9万 | 1.8万股 | $132.2万 | 2.2万股 | -4,043股-18.28% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.54% | 0.74% | $103.3万 | 2.0万股 | $123.4万 | 2.4万股 | -3,979股-16.35% | 减仓 |
 亚马逊AMZN |
| 0.43% | 0.43% | $82.8万 | 3,476股 | $71.7万 | 3,441股 | +35股+1.02% | 加仓 |
| CCHEESECAKE FACTORYCAKE |
| 0.39% | 0.31% | $74.8万 | 9,409股 | $51.1万 | 9,335股 | +74股+0.79% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.37% | — | $71.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| EE L F BEAUTYELF |
| 0.37% | 0.29% | $70.1万 | 9,476股 | $49.0万 | 8,085股 | +1,391股+17.20% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.29% | $61.4万 | 1,737股 | $49.1万 | 1,712股 | +25股+1.46% | 加仓 |
 雪佛龙CVX |
| 0.3% | 0.44% | $57.4万 | 3,462股 | $72.6万 | 3,507股 | -45股-1.28% | 减仓 |
| V先锋领航指数基金VTV |
| 0.27% | 0.28% | $52.0万 | 2,386股 | $47.2万 | 2,403股 | -17股-0.71% | 减仓 |
 Meta平台META |
| 0.26% | 0.3% | $49.2万 | 873股 | $49.3万 | 862股 | +11股+1.28% | 加仓 |
 埃克森美孚XOM |
| 0.24% | 0.33% | $45.2万 | 3,310股 | $55.4万 | 3,263股 | +47股+1.44% | 加仓 |
 微软MSFT |
| 0.23% | 0.26% | $44.4万 | 1,189股 | $42.6万 | 1,151股 | +38股+3.30% | 加仓 |
 谷歌AGOOGL |
| 0.21% | 0.18% | $39.3万 | 1,101股 | $30.8万 | 1,070股 | +31股+2.90% | 加仓 |
 博通AVGO |
| 0.2% | 0.17% | $37.5万 | 994股 | $29.0万 | 938股 | +56股+5.97% | 加仓 |
 美光科技MU |
| 0.16% | — | $30.0万 | 260股 | $0 | 0股 | +260股 | 新买入 |
| FFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDNFRA |
| 0.13% | — | $25.3万 | 3,938股 | $0 | 0股 | +3,938股 | 新买入 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 0.13% | — | $24.9万 | 9,199股 | $0 | 0股 | +9,199股 | 新买入 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.13% | 0.12% | $24.1万 | 1.3万股 | $20.6万 | 1.3万股 | +484股+3.73% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.12% | 0.13% | $23.6万 | 972股 | $21.1万 | 969股 | +3股+0.31% | 加仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 0.12% | — | $23.4万 | 3,478股 | $0 | 0股 | +3,478股 | 新买入 |
 强生JNJ |
| 0.11% | — | $21.0万 | 828股 | $0 | 0股 | +828股 | 新买入 |
